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Zacks Small/Mid Cap ETF
SMIZ

Overview Fund Activity

43 hedge funds and large institutions have $106M invested in Zacks Small/Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
19
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
+$2.14M
2
AWM
Avior Wealth Management
Nebraska
+$2.03M
3
CW
CreativeOne Wealth
Kansas
+$1.53M
4
NWM
Navigation Wealth Management
Colorado
+$1.42M
5
ASN
Advisory Services Network
Georgia
+$598K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$6.99M
2
LPL Financial
LPL Financial
California
-$1.05M
3
SW
Simplicity Wealth
New Jersey
-$695K
4
SB
Strategic Blueprint
Georgia
-$269K
5
FTUS
Flow Traders U.S.
New York
-$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$444K -$305 -9 -0.1%
UW
27
Unique Wealth
Florida
$412K +$66.2K +1,954 +19%
Citadel Advisors
28
Citadel Advisors
Florida
$401K +$401K +11,826 New
AI
29
Atria Investments
North Carolina
$323K -$7.29K -215 -2%
AFS
30
Axiom Financial Strategies
Indiana
$277K -$10.7K -317 -4%
EAM
31
Empirical Asset Management
Massachusetts
$254K -$6.44K -190 -2%
RF
32
Rossby Financial
Florida
$247K -$5.73K -169 -2%
IAS
33
Investment Advisory Services
Texas
$235K – – –
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$213K +$213K +6,290 New
BOSSRA
35
B.O.S.S. Retirement Advisors
Utah
$206K +$206K +6,082 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$203K – – –
WIM
37
Westside Investment Management
California
$119K +$8.51K +251 +8%
US Bancorp
38
US Bancorp
Minnesota
$28.9K +$28.9K +853 New
CFD
39
Creative Financial Designs
Indiana
$16.9K – – –
RWS
40
Retirement Wealth Solutions
Wisconsin
$15.9K +$1.22K +36 +8%
AAS
41
Ameritas Advisory Services
Nebraska
$14.6K +$14.6K +431 New
SPIA
42
Steward Partners Investment Advisory
New York
$12.6K +$1.36K +40 +12%
IA
43
IFP Advisors
Florida
$6.67K – – –
SW
44
Simplicity Wealth
New Jersey
– -$695K -22,961 Closed
FTUS
45
Flow Traders U.S.
New York
– -$265K -8,775 Closed
Osaic Holdings
46
Osaic Holdings
Arizona
– -$18.2K -600 Closed
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